Observations
- Millionaire
Estimated Net Worth
- $3.6 M - $11.3 M
Salary
- Unknown
Employment
- Started 02/17/2022
Financial Disclosure Details - OGE Form 278e (08/05/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Helena, Montana | Director | 1/2021 | |
2 | Boise, Idaho | Vice President | 1/2021 | |
3 | Shepherdstown, West Virginia | Board Member | 1/2021 | |
4 | Helena, Montana | Board Member | 1/2021 | |
5 | Helena, Montana | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Beneficiary IRA | |||
1.1 | ISHARES CORE MSCI TOTAL INTL STOCK ETF | $15,001 - $50,000 | None (or less than $201) | |
1.2 | ISHARES RUSSELL 2000 VALUE ETF | $1,001 - $15,000 | None (or less than $201) | |
1.3 | ISHARES RUSSELL 2000 GROWTH ETF | $1,001 - $15,000 | None (or less than $201) | |
1.4 | ISHARES CORE U S AGGREGATE BOND ETF | $15,001 - $50,000 | None (or less than $201) | |
1.5 | INVESCO SENIOR LOAN ETF | $1,001 - $15,000 | None (or less than $201) | |
1.6 | VANGUARD SHORT TERM BOND ETF | $15,001 - $50,000 | None (or less than $201) | |
1.7 | VANGUARD GROWTH ETF | $15,001 - $50,000 | None (or less than $201) | |
1.8 | VANGUARD VALUE ETF | $15,001 - $50,000 | None (or less than $201) | |
1.9 | VANGUARD SHORT TERM CORP BOND ETF | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Missoula, Montana | I will continue to participate in this defined benefit plan. | 8/2013 | |
2 | Missoula, Montana | I will continue participating in this deferred compensation plan, but the plan sponsor no longer makes contributions and will leave my assets in the plan administered by the Montana Public Employees’ Retirement Administration (MPERA) to grow tax deferred until I reach age 70 | 2/2017 | |
3 | Missoula, Montana | I will continue to participate in this health care reimbursement account, but the plan sponsor does not make contributions. | 1/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Helena, Montana | Director - Responsible for budget, direction, staff, compliance, and agency |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash account) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | $1,001 - $15,000 | None (or less than $201) | |
4 | ISHARES S&P MID CAP 400 GROWTH ETF | $1,001 - $15,000 | None (or less than $201) | |
5 | 529 College Savings Plan #1- American Funds (Virginia) | distributions | $90,317 | |
5.1 | American Funds Bond Fund of America (CFAAX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | AMERICAN FUNDS EUROPACIFIC GROWTH FUND (CEUAX) | $15,001 - $50,000 | None (or less than $201) | |
5.3 | AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND (CWMAX) | $15,001 - $50,000 | None (or less than $201) | |
5.4 | AMERICAN FUNDS GROWTH FUND (CGFAX) | $15,001 - $50,000 | None (or less than $201) | |
6 | 529 College Savings Plan #2- American Funds (Virginia) | distributions | $17,909 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | US Bank | $100,001 - $250,000 | 2017 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2.1 | This asset was sold in full subsequent to the date this report was filed. |
6 | 9 | Joint account held with non-dependent child, who is primary account holder. |
6 | 11 | Ms. Williams, along with other family members, is a trust beneficiary and is eligible to apply for benefits to provide for health, education, maintenance, and support. |
Do you have information about Martha Williams that is missing from this database?
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